Erin Mccann is a registered investment advisor at Simplicity Wealth, based in Summit, NJ, with 15 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
475 Springfield Ave., Suite #1, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Erin is a managing member of We Ventures, LLC, an agency for personal life insurance sales, and EVP at Simplicity Group, which involves sales, investment-related activities, and insurance business. She also serves on the board of LifePro Asset Management and TLG Advisors, is a registered representative with The Leaders Group, manages rental property, acts as a co-trustee, and is a managing director for a family charitable foundation.
Employment History
Current Registrations
Simplicity Wealth
The Leaders Group, INC.Broker
Previous Registrations
Arq SecuritiesBroker
Goldman, Sachs & CO.Broker
Painewebber IncorporatedBroker
State Registrations1 state
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